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Stuff Adults Should Know: Estate Planning

About this event


Join us for a virtual talk about estate planning. Attorney Erin Fontana is here to give you some information and answer your questions. This event will also be recorded for later viewing.

Topics to be discussed include:

Basic Estate Plan:

  • Last Will and Testament

  • General Durable Power of Attorney

  • Health Care Proxy

  • Advanced Directive (referred to as a “Living Will” in other states)


More Complex Estate Planning:

  • Revocable Trusts - minimization/avoidance of Massachusetts estate tax

  • Supplemental Needs Trusts (For children/heirs who receive government benefits)

  • Crummey Trusts

You can also view a document of frequently-asked questions here prior to the talk.


Estate planning is a vital step for individuals at any stage of life, from young adults embarking on their journeys to seniors preparing for their golden years. Regardless of your financial standing, estate planning is about expressing your wishes and establishing safeguards to protect you and your family from life's uncertainties. Beyond the immediate benefits, a well-crafted estate plan can spare your heirs from the burdensome probate process, saving them time, money, and emotional stress in the future.




Erin Fontana has been practicing law in Massachusetts for over 25 years and has been assisting clients with estate planning and probate administration for more than twelve years.  Currently a sole practitioner with her own business, she lives in Medfield with her husband and two children and is always available to answer questions or address concerns. 

Date and Time

Thursday, March 19, 2026, 7:00 PM until 8:00 PM Eastern Time (US & Canada) (UTC-05:00)
Videoconference information will be provided in an email once registration is complete.

Event Contact(s)

Colleen Mirabello

Category

Moms Only

Registration Info

Registration is required
Registration modifications are permitted until Thursday, March 19, 2026 at 7:00 PM
Registration cancellations will be accepted until Thursday, March 19, 2026 at 7:00 PM

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